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New business formation

Entity choice, EIN, S-election analysis, payroll setup and a first-year tax calendar.

Who it's for

New businesses choosing an entity for the first time, or existing sole proprietors ready to formalize.

What's included

  1. 01Entity type recommendation (LLC, S-corp election, partnership) based on your income and plans
  2. 02EIN registration and state formation paperwork coordination
  3. 03Payroll setup if you'll pay yourself a salary, and a first-year tax calendar

Timeline

Two to three weeks from decision to a filed entity with an EIN in hand.


Mercer Hale

Advisory

Adrienne Mercer, CPA, managing partner · Daniel Hale, CPA, CFP®, partner · advisory

421 Fayetteville St, Suite 1100, Raleigh, NC 27601
Office hours Mon–Thu 8:30–5:30 · Fri 8:30–4 · (919) 555-0184 · hello@mercerhale.com

© 2026 Mercer Hale Advisory. Articles on this site are general information, not tax advice.

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